Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
AKTIENPREIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionMidwest Professional Planners, LTD.
Latest Disclosed Ownership9,340 shares
Latest Disclosed Value $ 1,743,466
Midwest Professional Planners, LTD. reports 2.16% decrease in ownership of FOO / Salesforce, Inc.

On May 5, 2026 - Midwest Professional Planners, LTD. filed a 13F-HR form disclosing ownership of 9,340 shares of Salesforce, Inc. (DE:FOO) valued at $1,507,850 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 9,546 shares of Salesforce, Inc.. This represents a change in shares of -2.16% during the quarter. The current value of the position is $1,527,090 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-05 2026-03-31 13F SALESFORCE INC COM COM 79466L302 9,340 -206 -2.16 1,743 -31.05 0.4107
2026-02-06 2025-12-31 13F SALESFORCE COM 79466L302 9,546 -4,120 -30.15 2,529 -21.93 0.5990
2025-11-04 2025-09-30 13F SALESFORCE COM 79466L302 13,666 -1,496 -9.87 3,239 -21.67 0.7902
2025-08-11 2025-06-30 13F SALESFORCE COM 79466L302 15,162 162 1.08 4,135 2.71 1.0887
2025-05-02 2025-03-31 13F SALESFORCE COM 79466L302 15,000 -702 -4.47 4,026 -23.32 1.2527
2025-02-10 2024-12-31 13F SALESFORCE COM 79466L302 15,702 491 3.23 5,250 26.09 1.5676
2024-11-14 2024-09-30 13F SALESFORCE COM 79466L302 15,211 1,004 7.07 4,163 13.99 1.2728
2024-08-06 2024-06-30 13F SALESFORCE COM 79466L302 14,207 794 5.92 3,653 -9.58 1.2207
2024-05-09 2024-03-31 13F SALESFORCE COM 79466L302 13,413 2,013 17.66 4,040 34.68 1.4171
2024-02-15 2023-12-31 13F SALESFORCE COM 79466L302 11,400 1,012 9.74 3,000 42.40 1.1958
2024-02-15 2023-12-31 13F SALESFORCE COM 79466L302 11,400 3,000
2023-11-13 2023-09-30 13F SALESFORCE COM 79466L302 10,388 1,474 16.54 2,106 11.84 0.9473
2023-08-07 2023-06-30 13F SALESFORCE COM 79466L302 8,914 2,138 31.55 1,883 39.17 0.8248
2023-05-15 2023-03-31 13F SALESFORCE COM 79466L302 6,776 549 8.82 1,354 64.00 0.6622
2023-02-10 2022-12-31 13F SALESFORCE COM 79466L302 6,227 325 5.51 826 -2.83 0.4569
2022-11-10 2022-09-30 13F SALESFORCE COM 79466L302 5,902 385 6.98 849 -6.70 0.5066
2022-08-09 2022-06-30 13F SALESFORCE COM 79466L302 5,517 324 6.24 910 -17.50 0.5133
2022-05-11 2022-03-31 13F SALESFORCE COM COM 79466L302 5,193 356 7.36 1,103 -10.25 0.5426
2022-02-10 2021-12-31 13F SALESFORCE COM COM 79466L302 4,837 108 2.28 1,229 -4.21 0.5970
2021-11-08 2021-09-30 13F SALESFORCE COM COM 79466L302 4,729 53 1.13 1,283 12.35 0.6805
2021-08-10 2021-06-30 13F SALESFORCE COM COM 79466L302 4,676 2,257 93.30 1,142 228.16 0.5950
2021-05-17 2021-03-31 13F Salesforce.com COM 79466L302 2,419 -2,175 -47.34 348 -65.95 0.3436
2021-03-11 2020-12-31 13F SALESFORCE COM COM 79466L302 4,594 792 20.83 1,022 6.90 0.6297
2020-11-06 2020-09-30 13F Salesforce.com COM 79466L302 3,802 322 9.25 956 46.63 0.6725
2020-08-14 2020-06-30 13F Salesforce.com COM 79466L302 3,480 1,061 43.86 652 87.36 0.5134
2020-05-05 2020-03-31 13F Salesforce.com COM 79466L302 2,419 91 3.91 348 -8.18 0.3436
2020-02-11 2019-12-31 13F Salesforce.com COM 79466L302 2,328 75 3.33 379 13.47 0.3095
2019-11-14 2019-09-30 13F Salesforce.com COM 79466L302 2,253 34 1.53 334 -0.89 0.2988
2019-08-12 2019-06-30 13F Salesforce.com COM 79466L302 2,219 10 0.45 337 -3.71 0.3126
2019-05-08 2019-03-31 13F Salesforce.com COM 79466L302 2,209 2,209 350 0.3379
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.